Most teams default to spreadsheets for standard partner sales activities such as account mapping, workflow management, and attribution (i.e. sourced / assisted opportunities). This leads to significant time wasted and data that is often unreliable.

Does Partnered.io automatically map accounts?

Yes. Partnered.io uses our proprietary account mapping algorithm to instantly map your accounts for you. You have full control over which accounts get mapped and you can only begin 'account mapping' once both parties have opted-in.

What type of companies typically use Partnered.io?

If your company is focused on B2B enterprise sales, and you have already built out a channel partner sales ecosystem, Partnered.io can help you increase the efficiency of your partnerships.

What is the process to get started with Partnered.io and who gets access?

To get started, you'll just need anyone who has Salesforce Admin rights to login via Salesforce & grant access (this is typically either Sales Ops or Rev Ops who can assist). Once access is granted, you can now invite all Channel Partner Managers, Account Executives, Account Managers, SDRs, etc. Don't worry, we will work with your team for trainings and roll-out plans.

How do you ensure our data is secure?

In order to ensure your data is secure, all Partnered data is encrypted at rest using 256-bit AES-256 (Advanced Encryption Standard). While in transit, data is encrypted and all database connections use SSL for intra-zone connections to the cloud.